Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michell? Claim Your ProfileMichell Mendez is a financial advisor registered with MML Investors Services, LLC in EAST HILLS, NY. Michell has been in the financial industry since January 26, 2009 and has held a Series 6 license since January 23, 2009. Michell is registered to provide financial advice in New York. Michell Mendez was previously registered with MSI FINANCIAL SERVICES, INC. in EAST HILLS, NY. Michell Mendez is licensed to provide financial services to individuals, corporations or other businesses, insurance companies, trusts, foundations and endowments, charitable organizations, pension and profit sharing plans, and banking or thrift institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
01/26/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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